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American Trust’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

American Trust’s Portfolio USTB Stock Details USTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$202K Sell
3,999
-58
-1% -$2.95K 0.02% 304
2025
Q4 		$206K Sell
4,057
-30
-0.7% -$1.53K 0.02% 315
2025
Q3 		$208K Buy
4,087
+98
+2% +$4.98K 0.02% 311
2025
Q2 		$203K Buy
+3,989
New +$202K 0.02% 288

Other funds holding USTB

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.33B AUM
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
BWS
Broadway Wealth Solutions San Antonio, Texas $214M AUM 16.06% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

American Trust's USTB Position: Q1 2026 in Review

American Trust reduced its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 1.4% in Q1 2026, selling an estimated $2.95K and leaving 3,999 shares worth $202K. The position accounts for 0.02% of the portfolio, ranked #304.

American Trust first reported a position in USTB in Q2 2025 and has held it in 4 quarters since. The position peaked at $208K in Q3 2025. 141 funds tracked by Wall St. Rank hold USTB as of Q1 2026.

  • American Trust held 3,999 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $202K as of Q1 2026.
  • American Trust sold 58 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q1 2026, an estimated $2.95K.
  • Victory Portfolios II VictoryShares Short-Term Bond ETF made up 0.02% of American Trust's portfolio in Q1 2026, its #304 holding.
  • American Trust first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • American Trust's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $208K in Q3 2025.
  • 141 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q1 2026.

Based on American Trust's 13F filing for Q1 2026, filed 1 May 2026.